Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Family Businesses Fear External Factors as Greatest Threat to Success http://wealthmanagement.com/family-business/family-businesses-fear-external-factors-greatest-threat-success <div class="field-deck"> Conflict takes a backseat to tax policy concerns </div> <div class="node-body article-body">The 2016 FEUSA Family Business Survey results are in, and there are plenty of discussion-worthy revelations.</div> <p><a href="http://wealthmanagement.com/family-business/family-businesses-fear-external-factors-greatest-threat-success" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/family-businesses-fear-external-factors-greatest-threat-success#comments Family Business Estate Planning Public Wed, 14 Sep 2016 14:31:00 +0000 1320081 at http://wealthmanagement.com Discovering A Family’s Purpose Can Save the Family Fortune http://wealthmanagement.com/high-net-worth/discovering-family-s-purpose-can-save-family-fortune <div class="node-body article-body">When the younger generations lack a sense of clear connection and direction, there’s a substantial likelihood the wealth will be gone by the third generation.</div> <p><a href="http://wealthmanagement.com/high-net-worth/discovering-family-s-purpose-can-save-family-fortune" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/discovering-family-s-purpose-can-save-family-fortune#comments Family Business High Net Worth Tue, 13 Sep 2016 14:01:00 +0000 1318071 at http://wealthmanagement.com <p>An example of living a purpose-filled life.&nbsp;</p> Copyright Marc Andrew Deley, Getty Images Lessons Learned From 100-Year Family Businesses http://wealthmanagement.com/high-net-worth/lessons-learned-100-year-family-businesses <div class="node-body article-body">The wisdom of "generative families" can guide the creators of new wealth to build their own families for the future.</div> <p><a href="http://wealthmanagement.com/high-net-worth/lessons-learned-100-year-family-businesses" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/lessons-learned-100-year-family-businesses#comments Family Business High Net Worth Philanthropy Public Fri, 09 Sep 2016 14:37:00 +0000 1312681 at http://wealthmanagement.com LiliGraphie/iStock/Thinkstock Easing Family Office Leadership Transitions http://wealthmanagement.com/high-net-worth/easing-family-office-leadership-transitions <div class="node-body article-body">Here are three important considerations as you advise your clients and prepare them for succession.</div> <p><a href="http://wealthmanagement.com/high-net-worth/easing-family-office-leadership-transitions" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/easing-family-office-leadership-transitions#comments Family Business High Net Worth Public Tue, 06 Sep 2016 15:41:00 +0000 1306191 at http://wealthmanagement.com The Value of a Family Name: Kohler and Nicklaus http://wealthmanagement.com/high-net-worth/value-family-name-kohler-and-nicklaus <div class="node-body article-body">The radically different path each man has taken reveals some insights into how a family name can become truly valuable.</div> <p><a href="http://wealthmanagement.com/high-net-worth/value-family-name-kohler-and-nicklaus" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/value-family-name-kohler-and-nicklaus#comments Family Business High Net Worth Thu, 01 Sep 2016 16:26:00 +0000 1301251 at http://wealthmanagement.com <p>Herb Kohler&#39;s Whistling Straits Golf Course has hosted the PGA Championship three times since it opened in 1998.</p> Copyright David Cannon, Getty Images Five Tips For Managing "The Stinger" http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger <div class="node-body article-body">Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack.</div> <p><a href="http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger#comments Family Business High Net Worth Wed, 24 Aug 2016 18:24:00 +0000 1294631 at http://wealthmanagement.com Vold77/iStock/Thinkstock The Most Important Moment in a Rich Kid’s Life http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life <div class="field-deck"> Ignoring the emotional aspects of wealth is a mistake. </div> <div class="node-body article-body">Ignoring the emotional aspects of wealth is a mistake.</div> <p><a href="http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life#comments Family Business High Net Worth Fri, 12 Aug 2016 15:37:00 +0000 1275821 at http://wealthmanagement.com <p>Donald probably hasn&#39;t had the talk with Barron yet.</p> Copyright Chip Somodevilla, Getty Images Family Office Succession Planning http://wealthmanagement.com/family-business/family-office-succession-planning <div class="field-deck"> Helping founders who are ready to retire </div> <div class="node-body article-body">Susan R. Schoenfeld considers three crucial issues that may arise when advising a client who’s successfully sold his business and established a single family office (SFO) and is getting ready to retire.</div> <p><a href="http://wealthmanagement.com/family-business/family-office-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/family-office-succession-planning#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:40:00 +0000 1259921 at http://wealthmanagement.com Handling the Family Troublemaker http://wealthmanagement.com/family-business/handling-family-troublemaker <div class="field-deck"> How wealth management advisors can make breakthroughs </div> <div class="node-body article-body">Donna LeBlanc provides five steps to help create a platform that will drive power to an advisor and open the door to good things for clients and the firm. </div> <p><a href="http://wealthmanagement.com/family-business/handling-family-troublemaker" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/handling-family-troublemaker#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:34:00 +0000 1259911 at http://wealthmanagement.com Issues Family Offices Face When A Client Marries a Noncitizen http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen <div class="field-deck"> Four important, but often overlooked, planning scenarios </div> <div class="node-body article-body">J. Andrew P. Stone and Olivia S. Brennan present four important, but often overlooked, planning scenarios that family offices and advisors should review proactively in anticipation of a client’s marriage to a noncitizen.</div> <p><a href="http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:23:00 +0000 1259901 at http://wealthmanagement.com